Course Handout

Name of the school/college / Chitkara Business School (BBA FinTech)

department offering the
course
Title of the course Security Analysis and Portfolio Management
Academic Year 2023-24 Semester –IV, Jan-June 2024
Course code BSL4264 Course Credits 4
Name of the course Dr Pashmeen Kaur
coordinator
Names of other members of Dr. Jyoti Verma
the team who will be engaged
in teaching the course
Lecture/Tutorial (Per Week) 12 hours

1. Any pre-requisites for the course: Student must have a basic idea of financial markets.

2. Scope and objective of the course:

i.To develop an insight about the relationship of the risk and return and how risk should be measured.
ii.To provide conceptual insights into the valuation of securities
iii.To familiarize the students with the fundamental and technical analysis of securities
iv.To learn the theories of Portfolio management and also the tools and techniques for efficient portfolio
management.

3. Course Outcomes:
Course outcomes Bloom
Taxonomy
CO1: Identify, understand and analyze different avenues of investment Understand

CO2: To construct and analyze risk and return of portfolio using various models Analyze

CO3: To evaluate and revise portfolios along with an understanding of capital market Evaluate
theory and associated models

CO4: To be able to understand portfolio management service, wealth management Apply

and financial planning

4. Mapping of Course Outcomes (COs) with Program Outcomes (PO):

PO CO CO 1 CO 2 CO 3 CO 4

PO1 H M H
PO2 M M M L
PO3 H H L
PO4 M M M
PO5 H M H
PO6 M M M L
PO7 H H L
PO8 M M M

5. List of text books:

S. No. Name of text books

1
[T1] Investment Analysis and Portfolio management, Prasanna Chandra, TMH/ 2016

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2 [T2] Security Analysis & Portfolio Management, Fisher and Jordan, 6/e Pearson, PHI/ 2018

6. List of reference books:

S. No. Name of reference books
1 [R1] Securities analysis and Risk management, P. Pandyan, 2017, Himalaya Publishing house
2 [R2] Prasanna Chandra; Securities Risk management. Tata Mcgraw Hills, 2018
3
[R3] Fisher and Jordan; Security Analysis & Portfolio Management, Pearson,6th Editiion

7. Important website links which may be referred for relevant online course resources
S. No. Website links

1
http://www.moneycontrol.com/
2
https://www.screener.in/
3
https://www.nseindia.com/
4
https://www.bseindia.com/

8. Complete course coverage plan:

Lect. Topics Recommended

No. Book
(Hour)
1 - 3 Introduction to the Course Plan. T1
Overview of investment–Speculation and Gambling, Investment avenues, Types
of investors, Investment process
4-6 Introduction to Security Market- Primary Market and Secondary Market,
Introduction to stock Market Indices, Overview of SEBI. T1
7-9 Introduction to stock Market Indices, Overview of SEBI. Risk and Return–
Computation of return. T2

10 - 12 T1
Meaning and definition of risk–types (systematic risk, market risk, purchasing
power risk, interest rate risk, unsystematic risk – business risk (internal risk),
financial risk

13- 15 Minimizing risk exposure, Risk measurement – standard deviation – beta –

computation & interpretation. T1
Activity/Assignment
16 - 18 Fundamental analysis covering economic analysis T2
19 - 21 Fundamental analysis covering Industry and company analysis;
T1
22 -24 Technical analysis and chartist techniques
T1
25-27 Dow theory, support and resistance levels. T1
Activity/Assignment
T1
28 - 30 Market indicators – breadth of the market, short selling, and odd-lot index.

31 - 33 Efficient market hypothesis – introduction, and forms of market efficiency T2

34 - 36 EMH vs Fundamental and technical analysis.
T1

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37 - 39 Introduction to portfolio management: Portfolio Analysis

T2
Activity/Assignment

40 - 42 P o r t f o l i o Diversification, portfolio risk and return.

T2
43-45 Introduction to portfolio management: portfolio risk and return.
T2
46-48 Portfolio Management: Concept, Objective and Significance. Overview of
T2
portfolio revision, and evaluation
Activity/Assignment

49-51 Presentations

52-54 Presentations

55-57 Presentations

58-60 Presentations

9. Details of all evaluation components*:

Evaluation Type of Component No. of Weightage of Mode of Assessment

Component Assessments Component

Component 1 Experiential Activity/Quiz 1 10% Online/Offline

Component 2 Class participation 1 10% Online/Offline
Presentation 1 10% Online/Offline
Component 3
External Exam 1 70% Online/Offline

Total 100%
*These components are subject to change as per university

10. Any other important details:

 Attendance will be captured by the faculty, as per university norms.
 As per Academic Guidelines, minimum 75% attendance is required to become eligible for appearing in the End-
Semester Examination.
 Going through pre-reads is a must before all class sessions. You are expected to see the weblinks before the class
for discussion.
 The class will commence as per the program after which there will be a doubt session.
 Timely submission of assignments is mandatory. You may receive extra rewards for participating and being active
during learning.

11. Summary of the course topics to be covered in brief:

Contents Number of
contact hours
Unit 1 Investment Basics: Overview of investment–Speculation and Gambling, Investment
avenues, Types of investors, Investment process, Introduction to Security Market- Primary 06
Market and Secondary Market, Introduction to stock Market Indices, Overview of SEBI.

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Unit 2: Risk and Return calculation: Risk and Return–Computation of return–Meaning 09

and definition of risk–types (systematic risk, market risk, purchasing power risk, interest rate
risk, unsystematic risk – business risk (internal risk), financial risk – Minimizing risk
exposure, Risk measurement – standard deviation – beta – computation & interpretation.
Unit 3 Securities valuation and Portfolio Management – Fundamental analysis covering 15
economic, industry and company analysis; Technical analysis and chartist techniques–Dow
theory, support and resistance levels. Market indicators – breadth of the market, short
selling, and odd-lot index.

Unit 4 Introduction to portfolio management: Efficient market hypothesis – introduction, 30

and forms of market efficiency. EMH vs Fundamental and technical analysis. Introduction
to portfolio management: Portfolio analysis: diversification, portfolio risk and return.
Concept, Objective and Significance. Overview of portfolio revision, and evaluation &
Presentations
TOTAL 60

Course execution plan:

Lect. Topics Due date of Deviation

No. lecture from the plan,
(Hour) Delivery if any with
remarks
1-3 Introduction to the Course Plan. 10th Jan 2024
Overview of investment–Speculation and Gambling,
Investment avenues, Types of investors, Investment
process
4-6 Introduction to Security Market- Primary Market and 11th Jan 2024
Secondary Market
7-9 Introduction to stock Market Indices, Overview of SEBI. 12th Jan 2024
Risk and Return–Computation of return.

10 - 12 15th Jan 2024

Meaning and definition of risk–types (systematic risk,
market risk, purchasing power risk, interest rate risk,
unsystematic risk – business risk (internal risk),
financial risk

13- 15 Minimizing risk exposure, Risk measurement – standard 16th Jan 2024
deviation – beta – computation & interpretation.
Activity/Assignment 17th Jan 2024

16 - 18 Fundamental analysis covering economic analysis 18th Jan 2024

19 - 21 Fundamental analysis covering Industry and company 19th Jan 2024

analysis;
22 -24 Technical analysis and chartist techniques 22nd Jan 2024

25-27 Dow theory, support and resistance levels. 23nd Jan 2024

Activity/Assignment 24th Jan 2024

28 - 30 Market indicators – breadth of the market, short selling, 25th Jan 2024
and odd-lot index.

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31 - 33 Efficient market hypothesis – introduction, and forms of market 29th Jan 2024
efficiency
34 - 36 EMH vs Fundamental and technical analysis. 30th Jan 2024
Introduction to portfolio management: Portfolio Analysis 31st Jan 2024
37 - 39 Activity/Assignment 1st Feb 2024
40 - 42 P o r t f o l i o Diversification, portfolio risk and return. 2nd Feb 2024
43-45 Introduction to portfolio management: portfolio risk and return. 5th Feb 2024
46-48 Portfolio Management: Concept, Objective and Significance. 6th Feb 2024
Overview of
portfolio revision, and evaluation
Activity/Assignment 7th Feb 2024
49-51 Presentations 8th Feb 2024
52-54 Presentations 9th Feb 2024
55-57 Presentations 12th Feb 2024
58-60 Presentations 13th Feb 2024

a. Academic Honesty policy:

Chitkara University ensures the implementation of the highest level of academic integrity in all the documents being
prepared / adopted by its faculty members and students. Any breach of the same will be tantamount to severe
academic penalties.

b. This Document is approved by:

Designation Name Signature

Course Coordinator Dr. Pashmeen Kaur
Program In-charge Dr. Sarabjit Singh

Dean Dr Rashmi Aggarwal

DD/MM/YYYY 05/01/2024

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